Forward Emerging Markets Inv
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Map
Phone: 800-999-6809
| Category: | Diversified Emerging Mkts | | Fund Family: | Forward Funds | | Net Assets: | 26.06M | | Year-to-Date Return: | 62.30% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 09-Apr-03 |
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Thomas Rodwell
Lead Manager since
31-Aug-97 | | | Rodwell joined Pictet Asset Management in 1997 and is co-head of the Global Emerging Markets Equities team, in charge of investment in Latin America, EMEA and Small Cap/Frontier markets across Global Emerging Markets mandates. Previously he was the product specialist for Global Emerging Equities Markets and also worked on portfolio strategy and asset allocation. Before that his principal area of responsibility was Latin America. |
| Min Initial Investment: | $4,000 | | Min Initial Investment, IRA: | $4,000 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital growth. The fund invests at least 80% of net asset in emerging-markets equity securities. It normally invests in at least fifteen but not fewer than eight emerging market countries. |
| Last Dividend
(28-Dec-07):
| 0.05 | | Last Cap Gain
(9-Dec-08):
| 0.41 | | Annual Holdings Turnover
| 214.00% | | Average for Category:
| 88.64% |
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| Expense | PGERX | Category
Avg | | Total Expense Ratio: | 1.79%
| 1.71% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.54% | | Max Deferred Sales Load: | %
| 2.44% | | 3 Yr Expense Projection*: |
$ 636 | $738 | | 5 Yr Expense Projection*: |
$ 1,116 | $1,140 | | 10 Yr Expense Projection*: |
$ 2,411 | $2,299 |
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2.03% Nasdaq 
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